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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $105,227 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $44,498 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
19 funds of $250K or more; 51 lines in all, holding $21.3M of the plan's $22.0M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $2.6M | 12.2% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $2.1M | 9.9% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $2.0M | 9.4% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $1.8M | 8.6% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $1.7M | 8.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $1.6M | 7.5% |
| Nuveen Lifestyle Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $990K | 4.6% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $920K | 4.3% |
| Amerfunds 2025 Targ Dateret R6 Manager not matched · Mutual fund | $883K | 4.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $642K | 3.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.